Retirement Isn’t a Date. It’s a Transition Plan.

Gary had the date circled for three years. January 3rd. He’d hit his number, cleared his calendar, and told his team in November. What he hadn’t planned for (couldn’t have, really) was the Tuesday morning in February when he woke up with nowhere to be and no idea what to do next. ...

Casey O’Donovan, CFP®

Aug 25, 2026

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